364 Investing, LLC
Firm details
- Headquarters
- ,
- CRD number
- 326563
- Website
- www.364investing.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals99.86%
- HNWI0.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
364 Investing, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker. The firm’s fee arrangements are flexible and include assets-under-management fees, hourly and fixed fees, and performance-based fees. The ADV does not list an SEC registration year, and the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Clayton Dodd
Owner, Chief Compliance OfficerCRD 7727174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Martin Financial Solutions, LLC
RIAAberdour Investments
RIALeyland Cypress, LLC
RIASouth Carolina Wealth Management Group, LLC
RIAWyndfall Financial Inc
RIAHamilton, MT